Allen Pierce is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, where he has worked since 2010. He has 18 years of industry experience. Outside of his advisory role, he is the owner of Arithmos LLC, a company involved in procuring and deploying equipment for digital asset ledger verification, and serves as an advisor to RezDox, a residential document storage provider. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and market assumptions.

Eva Agi is a CFP®-designated financial advisor with six years of industry experience. She is currently with UBS Financial Services and has prior experience at Gerber Kawasaki Wealth & Investment Management and other firms. In addition to her advisory work, she also provides accounting services and acts as a liaison between clients and CPAs through GK Tax and Accounting. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Neil Newman is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Roland Antonides is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with UBS Financial Services since 2006. Outside his advisory role, he is involved with Fitch Learning Inc., which provides financial education and training to students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Mark Namvary is a financial advisor with UBS Financial Services in Forest Hill, MD, holding Series 63 and Series 65 registrations and with 30 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Gary Cooper is a financial advisor with UBS Financial Services in Sunny Isles Beach, FL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Natalie Abraham is a CFP® and ChFC® credentialed financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at Merrill and has held roles in banking and at the University of Nevada, Las Vegas. Outside of her advisory work, she is the managing member of a locksmith business, Allcity Lock & Safe, though she does not participate in its daily operations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Michel is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Texas Tech University and Midland Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

John Woznicki is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Roxanne Lenfert is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2008. Outside of her advisory role, she is a principal and member of Meagaline, LLC, a company involved in small home repairs. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Ryan Whitford is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and joined UBS in 2023. Outside of his advisory role, Whitford participates in community theatre and has performed in the summer musical "Jersey Boys" with Cincinnati Landmark Productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Robert Lehnhardt is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations with research from UBS Global Research. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of wealth management and institutional trading services.

John Hardin is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Veronica Mishriki is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has a diverse background including roles at Postal, Teaspoon, and the Los Angeles County Office of Education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary capital market assumptions and research to tailor financial plans according to clients’ goals and risk tolerances.

Barnet Fishbein is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research, capital markets services, and fiduciary financial planning.

Alexander Howell is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and a broad range of capital markets and lending programs.

Christopher Pennington is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the governing board of the Burlington Spring Horse Show, an annual event that supports local charities, where he has been asked to take on the role of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking services.

Steven Greco is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS and its predecessor Painewebber, Inc. since 1989. Outside of his advisory work, he operates a retail reseller business on eBay under the name Charter Oak Trading. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Claudia Munoz is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she is involved in training and presentations for a skincare and nutritional supplements business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research to tailor investment strategies.

Alfredo Caputo is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 designations. Caputo has been with UBS and its affiliated entities since 1998 in various capacities, including UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and affiliated banking services.